Associate, CFO Services

Overview

This role is part of the organization’s CFO Services practice within Private Equity Performance Improvement.

CFO Services supports private equity-backed portfolio companies by transforming finance and accounting functions and delivering sustainable improvements across people, processes, and technology. The work focuses on enhancing operational efficiency, optimizing cash flow and EBITDA, strengthening financial performance, and enabling informed decision-making.

This position is open to all U.S. locations.

Responsibilities

• Support time-sensitive engagements by structuring work plans and managing the process through to completion
• Develop findings and provide strategic recommendations
• Build and maintain strong financial models, including 13-week cash flows (preferred)
• Analyze financial statements and translate insights into actionable recommendations
• Partner with team members and clients to drive improvements across people, processes, and technology
• Synthesize meaningful insights from data, opinions, or facts
• Manage structured project workstreams, including time, team, and work-streams management
• Deliver assigned work on time and with quality under pressure
• Build and maintain client relationships
• Contribute to systems and process improvement efforts (where applicable)

Requirements

• Solid understanding of finance and accounting, with a preference for CPA’s
• Bachelor’s Degree in Business Administration, Accounting, Finance, or related field
• 3-5+ years of previous related accounting/finance roles, performance improvement operations consulting, accounting diligence, or restructuring experience
• Strong financial modeling experience and solid understanding of financial statements
• Strong Excel and PowerPoint skills
• Strong written, oral, and analytical skills
• Ability to deliver time-pressured projects on-time and on-quality
• Initiative and drive; critical thinking skills
• Flexibility to travel up to 80% of the time

Preferred Qualifications

• MBA or other advanced degree or certification (e.g., CPA, CFA, etc.)
• Experience with developing 13-week cash flows
• Experience with Tableau and think-cell software
• Treasury/cash management experience
• Systems implementation experience

Compensation & Benefits

• Salary range: $100,000--$130,000 annually, dependent on education, experience, skills, and geography
• Discretionary bonus program based on a number of factors, including individual and firm performance (ask your recruiter for details)

Full-time Positions and Part-time Positions Over 30 hours

• Regular employees working 30 or more hours per week may participate in fringe benefits including healthcare plans, flexible spending and savings accounts, life, AD&D, and disability coverages at rates determined from time to time
• Provided eligibility requirements are met, employees receive a discretionary contribution to their 401(k)
• 401(k)-retirement plan
• Paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave
• Vacation and personal day availability varies based on tenure and role type

Location

• Open to all U.S. locations